LBMC Investment Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

LBMC Investment Advisors’s Portfolio IBHI Stock Details IBHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40M	Buy	1,709,445 +241,669	+16%	+$5.65M	2.17%	8
2026 Q1	$34.2M	Buy	1,467,776 +116,195	+9%	+$2.73M	2.08%	10
2025 Q4	$31.9M	Buy	1,351,581 +407,675	+43%	+$9.63M	1.97%	10
2025 Q3	$22.5M	Buy	943,906 +432,027	+84%	+$10.2M	1.43%	13
2025 Q2	$12.1M	Buy	511,879 +48,631	+10%	+$1.12M	0.86%	21
2025 Q1	$10.8M	Buy	463,248 +176,133	+61%	+$4.15M	0.84%	22
2024 Q4	$6.73M	Buy	287,115 +168,305	+142%	+$3.98M	0.53%	30
2024 Q3	$2.84M	Buy	118,810 +37,925	+47%	+$892K	0.22%	46
2024 Q2	$1.87M	Buy	+80,885	New	+$1.86M	0.16%	53

Other funds holding IBHI

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

LBMC Investment Advisors's IBHI Position: Q2 2026 in Review

LBMC Investment Advisors increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 16% in Q2 2026, buying an estimated $5.65M and bringing the position to 1,709,445 shares worth $40M. The position accounts for 2.17% of the portfolio, ranked #8.

LBMC Investment Advisors first reported a position in IBHI in Q2 2024 and has held it in 9 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

LBMC Investment Advisors held 1,709,445 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $40M as of Q2 2026.
LBMC Investment Advisors bought 241,669 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $5.65M.
iShares iBonds 2029 Term High Yield and Income ETF made up 2.17% of LBMC Investment Advisors's portfolio in Q2 2026, its #8 holding.
LBMC Investment Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2024 and has held it in 9 quarters since.
93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.